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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
AllSquare Wealth Management
New York
$636K -$82.8K -520 -12%
HCM
652
Horan Capital Management
Maryland
$636K +$1.59K +10 +0.3%
SIS
653
SVB Investment Services
Utah
$627K +$603K +3,786 New
ASW
654
Astoria Strategic Wealth
Texas
$625K +$601K +3,776 New
TW
655
TrinityPoint Wealth
Connecticut
$622K +$159 +1 +0%
FWM
656
Frontier Wealth Management
Missouri
$621K +$2.55K +16 +0.4%
FWIA
657
Fort Washington Investment Advisors
Ohio
$612K -$445K -2,791 -43%
SWM
658
SigFig Wealth Management
California
$611K -$45.6K -286 -7%
ESB
659
Essex Savings Bank
Connecticut
$611K -$8.12K -51 -1%
WA
660
WESPAC Advisors
California
$610K – – –
OFG
661
Oxford Financial Group
Indiana
$608K +$302K +1,895 +107%
SIC
662
Sigma Investment Counselors
Michigan
$607K – – –
IC
663
IEQ Capital
California
$601K +$578K +3,628 New
SYBT
664
Stock Yards Bank & Trust
Kentucky
$598K +$44.6K +280 +8%
UB
665
UMB Bank
Missouri
$595K -$3.5K -22 -0.6%
PL
666
Plancorp LLC
Missouri
$592K +$211K +1,323 +59%
SIA
667
Soltis Investment Advisors
Utah
$588K +$565K +3,549 New
WA1
668
Wimmer Associates 1
California
$587K +$34.2K +215 +6%
VFA
669
Valeo Financial Advisors
Indiana
$587K +$306K +1,921 +118%
FBFS
670
First Business Financial Services
Wisconsin
$584K -$50.7K -318 -8%
VCP
671
Verus Capital Partners
Arizona
$583K +$561K +3,519 New
BWP
672
Bernardo Wealth Planning
Pennsylvania
$581K +$319 +2 +0.1%
IWP
673
IAG Wealth Partners
Wisconsin
$574K +$552K +3,464 New
LP
674
LGL Partners
Pennsylvania
$573K -$511K -3,206 -48%
NFG
675
Nadler Financial Group
Illinois
$573K +$13.4K +84 +2%
25 26
27
28 29